Nippon India Vision Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹26158 Cr | ₹6177 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 18 Feb 1994 | 08 Oct 1995 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 9.01% | 74% |
Expense Ratio | 1.66 | 1.96 |
Manager | Dhruv Muchhal | Amar Kalkundrikar |
ISIN Code | INF179KA1RT1 | INF204K01406 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 2.49% | 3.22% |
6 Month | 17.4% | 17.4% |
1 Year | -2.39% | 0.64% |
3 Year | 19.2% | 19.84% |
5 Year | 25.26% | 23.64% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 4.07% | 4.6% |
1 Year | 12.32% | 13.44% |
3 Year | 18.23% | 20.41% |
5 Year | 19.9% | 19.73% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 13.53% | 17.48% |
3 Year | 11.24% | 15.6% |
5 Year | 11.53% | 14.8% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | 14.05% | 13.14% |
Sharp | 0.85% | 0.93% |
Beta | 1.03% | 0.96% |
Alpha | 4.53% | 5.22% |
Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Dhruv Muchhal | Amar Kalkundrikar |
Total AUM | ₹520687 Cr | ₹19671 Cr |
Funds Managed | 40 | 4 |
HDFC Large and Mid Cap Fund - Growth Option | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 3.57 | 5.3 |
Large Cap | 44.13 | 55.03 |
Small Cap | 14.19 | 0.02 |
Mid Cap | 38.11 | 39.64 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 0.65 | 1.03 |
Communication Services | 3.21 | 3.41 |
Energy | 3.12 | 6.88 |
Technology | 9.6 | 10.16 |
Consumer Cyclical | 13.7 | 14.28 |
Healthcare | 12.95 | 7.16 |
Industrials | 10.83 | 13.63 |
Basic Materials | 6.59 | 8.79 |
Consumer Defensive | 2.6 | 5.38 |
Financial Services | 30.65 | 23.28 |
Real Estate | 2.4 | 1.87 |
Utilities | 3.7 | 4.13 |
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